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GilesSmith Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. Firm Reference Number 709493. Registered in England. Company Number OC400213

01243 271 291 (9am—5pm Weekdays)

  • Pensions
  • Savings
  • Investments

Fund Managers

At Giles Smith Wealth Management, we provide you with the support and advice you need and our partner, True Potential, appoint world class ‘fund managers’ whose role is to manage your portfolio and investments.

To do this, they continually monitor the investments and their performance and adjust the investments made within the fund.

The fund managers select assets in which the fund invests in, and the mix between the different types of asset.

Funds managers take either an active or passive fund management style:

  • Active
    The fund manager makes investment decisions aimed at delivering superior returns. You will typically pay more for an active management style, than a passive one.
  • Passive
    In general, passive fund manager track a market or asset type and aim to closely match its performance. Funds such as these are often referred to as tracker funds. They are usually cheaper than actively managed investment funds.

You can invest with or without advice, but either way you can hold your investment directly with a fund manager, or on a platform. A platform allows you to view and manage your investment online whenever you want to.

Meet Our Fund Managers






Allianz offers investors a risk-based approach investing globally in all major asset classes using primarily passive implementation.  Allianz have the ability to be very dynamic and nimble by increasing or decreasing total investment levels depending on volatility levels within markets. Allianz have a huge research and fund management base they can draw upon, being one of the largest fund managers currently in Europe.

Close Brothers

Close Brothers’ investment style is directly buying into company shares, fixed interest investments and other non-traditional areas such as precious metals, commodities, infrastructure and hedge funds. This approach is similar to that of a stockbroker putting together an investment Portfolio and managing this on behalf of a client and is a very focused investment solution.

Columbia Threadneedle

Columbia Threadneedle are income specialist fund managers offering clients a regular income stream whilst also offering the potential for capital appreciation from one of the most highly respected income fund management teams within the industry. They invest primarily in UK equities but also in fixed interest, focusing on stocks that can offer a high dividend yield but also the potential for growth.


Goldman Sachs

Goldman Sachs Asset Management has two offerings. Their Dynamic investment approach is run by a team of internationally-renowned experts who evaluate patterns of asset class behaviour and the drivers behind them to form a balanced Portfolio that includes exposure to both traditional and non-traditional asset classes. Their Global Income Builder approach invests across a broad spectrum of global bonds and equities, aiming to build a Portfolio that generates sustainable and stable income and capital appreciation.


Schroders’ investment philosophy may appeal to investors who want their money to be managed by an award-winning team with a proven track record of superior performance. They hold the belief that no single fund manager can excel in every aspect of investing and therefore access the best fund and investment products from around the world. The investment teams are bonded by a strong culture and heritage based on independent,long-term investment thinking.


SEI uses a mix of specialist investment managers with distinct management styles. As a Manager of Managers, SEI decides where to invest and after rigorous research, which managers to hire. This oversight includes daily monitoring of investment transactions and the replacement of investment managers if they fail to meet their objectives or if better investment opportunities arise in new areas. SEI hires managers who are generally only available to institutions and high-net-worth individuals.


7IM offers investors a global active-passive approach to fund management. This means they are active at the asset allocation level with a team of high skilled fund managers choosing what areas to invest in, but passive in implementation by using funds
that track a specific Index or part of that Index. By using this approach, 7IM can offer a low cost multi-asset solution to investors with a global reach.



UBS Asset Management is a large-scale asset manager offering a comprehensive range of active and passive investment styles and capabilities across both traditional and alternative asset classes. These include equity, fixed income, currency, hedge funds, real estate, infrastructure and private equity investment capabilities that can also be combined in multi-asset strategies.







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To speak to an advisor call 01243 271 291 or make an online enquiry